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In the tutorial, the speaker demonstrates how to use a Word file as a PDF template in CRM to create various documents like proposals, quotes, and agreements. To create a quotation, the speaker opens a quote page and clicks the print button to add a new template. They access field codes to insert customer information, copying the necessary codes into the Word file for automatic filling. The speaker also addresses potential missing fields by utilizing the page wizard to create a new field, such as "delivery type," and customize its options. Overall, the process allows for efficient document preparation using personalized templates.